See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,827 | $50,958+9.6% | $74,550-25.1% | $64,186-13.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.72% | -1.86%-3.9pp | 32.53%-38.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,585 | $1,115+42.1% | $1,961-19.2% | $2,381-33.4% |
| Participant deferral / active EE | $3,344 | $2,301+45.3% | $3,108+7.6% | $3,470-3.6% |
| Admin fee / account holder | $1,793 | $4,223-57.5% | $5,060-64.6% | $4,888-63.3% |